Awards
Our services and strategies regularly earn us industry recognition, including PSN’s Manager of the Decade for our All Cap Core and Mid Cap Core SMAs*, as well as Morningstar rankings† and CNBC’s Top 100 Advisory Firms§.
* PSN RANKING: These ratings were awarded by PSN on 4/11/2025 in respect of the period 1/1/2015 to 12/31/2024. We do not compensate PSN to obtain this rating. However, we pay compensation to PSN to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.
† MORNINGSTAR RANKINGS: These ratings were awarded by Morningstar on 4/1/2025 in respect of the period from strategy inception to 3/31/2025 (Inception Dates: All Cap- 2/1/1995, Focus Growth - 2/1/2003, Dividend-4/1/2004, Mid and Small Cap - 5/1/2009). We do not compensate Morningstar to obtain this rating. However, we pay compensation to Morningstar to use their logo in connection with advertising this rating. Please see full disclosure at end of this page.
§ CNBC RANKING: This rating was awarded by CNBC on 10/2/2024 in respect of the calendar year period of 1/1/2024 to 12/31/2024. We do not compensate CNBC to obtain this rating. However, we pay compensation to CNBC to use their logo in connection with advertising this ranking. Please see full disclosure at end of this page.
